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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

126 hedge funds and large institutions have $431M invested in Franklin Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+19
Holders Change %
+17.76%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
36
Increased
47
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KMWM
Keudell/Morrison Wealth Management
Oregon
$20.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$17.8M
3
Ameriprise
Ameriprise
Minnesota
$22.5M
4
Calamos Advisors
Calamos Advisors
Illinois
$19.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.9M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11K
3
Jane Street
Jane Street
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$0
5
CA
CoreCap Advisors
Michigan
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
101
Anfield Capital Management
California
$84K – – –
GM
102
GeoWealth Management
Illinois
$61.6K -$72.1K -2,972 -54%
VAG
103
VisionPoint Advisory Group
Texas
$59.4K -$63.2K -2,603 -52%
GRP
104
Global Retirement Partners
California
$27K +$25.3K +1,043 +1,512%
AWM
105
AE Wealth Management
Kansas
$26.7K +$26.7K +1,100 New
EBA
106
Eagle Bay Advisors
New York
$24.9K +$24.9K +1,026 New
CA
107
Clearstead Advisors
Ohio
$22K +$22K +905 New
Comerica Bank
108
Comerica Bank
Texas
$19.6K +$19.6K +807 New
GWM
109
Geneos Wealth Management
Colorado
$19.4K – – –
AF
110
Allworth Financial
California
$13.4K – – –
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$11K -$49 -2 -0.4%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$11K -$22.5M -928,973 -100%
AG
113
AmeriFlex Group
Nevada
$10K +$10K +410 New
CIR
114
Clear Investment Research
Georgia
$7.89K -$291 -12 -4%
US Bancorp
115
US Bancorp
Minnesota
$6.96K +$5.48K +226 +370%
CFD
116
Creative Financial Designs
Indiana
$5.1K – – –
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$2.83K +$2.83K +116 New
BONH
118
Bank of New Hampshire
New Hampshire
$2.69K – – –
SPIA
119
Steward Partners Investment Advisory
New York
$2.43K +$2.43K +100 New
KIM
120
Kestra Investment Management
Texas
$2.1K +$2.1K +86 New
Morgan Stanley
121
Morgan Stanley
New York
$2.04K -$30K -1,235 -94%
CA
122
Continuum Advisory
Idaho
$2.04K – – –
FGC
123
Financial Gravity Companies
Texas
$825 +$49 +2 +6%
PSFG
124
Park Square Financial Group
Georgia
$776 +$776 +32 New
CAS
125
Coppell Advisory Solutions
Texas
$412 – – –
2 3 4
5
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